See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SILVERSTONE GROUP2+ years Service code 11 · EIN 47-0813106 | Actuarial | $20,250 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $16,500 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOC Service code 60 · EIN 31-0841368 | Sub-TA Fees | $9,384 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 3.59% | 4.01%-0.4pp | 18.87%-15.3pp | 11.88%-8.3pp |
| Employer contribution / active EE | $1,088 | $9,840-88.9% | $19,828-94.5% | $14,612-92.6% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |